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Will the Consumer Buckle Under Pressure or Power Through?

Introducing Rubinson Research I am pleased to share this report with you.  It’s the first one being issued by my newly formed research boutique, Rubinson Research.  I founded the firm with the explicit goal of identifying and quantifying complex issues that are top-of-mind for CIOs, portfolio managers and industry analysts.  We will specialize in blending high-level macro insights with granular micro data.  The firm is subscription-based and if you’d like to subscribe, please reply to this

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Announcing the Launch of Rubinson Research

I am proud to introduce Rubinson Research, an independent investment research boutique that specializes in blending high-level macro insights with granular micro data. This differentiated approach is a natural result of my diverse set of experiences that include covering consumer stocks on the sell-side for two decades and managing a portfolio of global consumer stocks on the buy-side.  The five years I spent as the Consumer Strategist at Empirical Research Partners have added another important

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